General

+2
44 articles in this collection
Written by Dale Goulding, Lee Spacagna, and Andrew Suvan and 2 others
Deals, Organizations & Individuals

Create a new Individual / Organisation / Deal

How to quickly create new individuals, organisations or deals.
Written by Dale Goulding
Updated over a week ago

What are Organizations in SalesSeek?

Written by Dale Goulding
Updated over a week ago

What are 'Individuals' and what are 'Leads'?

Written by Dale Goulding
Updated over a week ago

Filtering in the Deals Section

Segment your opportunities for live forecasts or historic reporting.
Written by Dale Goulding
Updated over a week ago

Funnel and Sink-or-Swim Visualizations

Written by Dale Goulding
Updated over a week ago

How can I merge two records?

SalesSeek makes it really simple to merge duplicate Individuals, Organizations and Deals.
Written by Lee Spacagna
Updated over a week ago

Multi Funnel

Written by Dale Goulding
Updated over a week ago

How to Bulk Update or Delete records

Written by Lee Spacagna
Updated over a week ago

Moving Deal Phases

How to update a deal from one phase to the next.
Written by Dale Goulding
Updated over a week ago

Deals Section

Written by Dale Goulding
Updated over a week ago

Deals on Dashboard

Written by Dale Goulding
Updated over a week ago

Fullscreen Funnel

Written by Dale Goulding
Updated over a week ago

Phase Zoom

Written by Dale Goulding
Updated over a week ago

What are Elephant Deals?

Written by Dale Goulding
Updated over a week ago

Tags

Organization. Tags for individuals, organizations, deals and activities in SalesSeek.
Written by Andrew Suvan
Updated this week